How can I remove a student from a family's account?

Sometimes families have a student or students on their account that was added by mistake or are getting a separate account from the main family account.

Article
Number:117747

Products:

Blackbaud_Smart_Tuition

Note: You can only remove a student/students from a family's account when there are no billing charges being applied to the student/students

To start the student removal process:

Select the school year in which the student is being removed from

On the school's main account page, Hover on the Families tab

Click View All Families

Locate the family account of the student that is being removed

Select that family

Note: Before you remove the student's account, you must check to see if any payments have been posted to the account and if so how were they allocated. For guidance on how to view payment allocation: How do I view the payment allocation?

Note: If a payment has been allocated and the student being removed is in that allocation, you must un-allocate the payment(s). For guidance on un-allocating payments: How do I unallocate a payment?

Once you have confirmed if there have or have not been any allocated payments,